Who owns COMT
Which tracked institutional funds hold COMT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See COMT company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-21). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on COMT is one-sided between 2025-Q4 and 2026-Q1: 51 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
COMT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes COMT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in COMT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 166 tracked filers holding COMT, 98 increased or opened the position and 61 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in COMT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 17
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$9M
- Chicago Wealth Management, Inc.$5M
- Proficio Capital Partners LLC$4M
- Quadrature Capital Ltd$3M
- Navis Wealth Advisors, LLC$3M
- Philadelphia Investment Partners, LLC$2M
Full exits 3
- OneDigital Investment Advisors LLC$11M
- Sumitomo Mitsui Trust Group, Inc.$4M
- NewEdge Advisors, LLC$2M
Largest adds
- ASSETMARK, INC$81M
- BANK OF AMERICA CORP /DE/$55M
- Tradewinds Capital Management, LLC$47M
- AMERIPRISE FINANCIAL INC$18M
- MORGAN STANLEY$8M
- UBS Group AG$7M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$458M
- TRUE Private Wealth Advisors$17M
- SkyView Investment Advisors, LLC$11M
- Vontobel Holding Ltd.$8M
- Pettinga Financial Advisors LLC$972K
- NATIONAL BANK OF CANADA /FI/$511K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 3,267,032 | $110M | 22.1% | 2026-Q1 |
| ASSETMARK, INC added | 2,558,624 | $87M | 17.3% | 2026-Q1 |
| Tradewinds Capital Management, LLC added | 1,387,976 | $47M | 9.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 644,386 | $22M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 403,748 | $14M | 2.7% | 2026-Q1 |
| UBS Group AG added | 294,852 | $10M | 2.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 251,585 | $9M | 1.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 250,120 | $8M | 1.7% | 2026-Q1 |
| VCI Wealth Management LLC trimmed | 226,428 | $8M | 1.5% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 205,400 | $7M | 1.4% | 2026-Q1 |
| NWAM LLC added | 200,180 | $7M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 198,518 | $7M | 1.3% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 197,672 | $7M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 195,931 | $7M | 1.3% | 2026-Q1 |
| Sunbelt Securities, Inc. added | 172,363 | $6M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 164,280 | $6M | 1.1% | 2026-Q1 |
| Chicago Wealth Management, Inc. new | 147,321 | $5M | 1.0% | 2026-Q1 |
| Proficio Capital Partners LLC new | 123,695 | $4M | 0.8% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 113,403 | $4M | 0.8% | 2026-Q1 |
| WEALTH ALLIANCE, LLC added | 105,985 | $4M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 104,135 | $4M | 0.7% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 94,111 | $3M | 0.6% | 2026-Q1 |
| Quadrature Capital Ltd added | 93,692 | $3M | 0.6% | 2026-Q1 |
| Evolution Wealth Advisors, LLC trimmed | 91,466 | $3M | 0.6% | 2026-Q1 |
| Carrera Capital Advisors added | 82,140 | $3M | 0.6% | 2026-Q1 |
| Trek Financial, LLC trimmed | 78,665 | $3M | 0.5% | 2026-Q1 |
| Navis Wealth Advisors, LLC new | 74,620 | $3M | 0.5% | 2026-Q1 |
| Note Advisors, LLC trimmed | 74,005 | $3M | 0.5% | 2026-Q1 |
| Philadelphia Investment Partners, LLC new | 73,934 | $2M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 69,470 | $2M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 67,088 | $2M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 63,470 | $2M | 0.4% | 2026-Q1 |
| Aletheian Wealth Advisors LLC added | 61,689 | $2M | 0.4% | 2026-Q1 |
| GenTrust, LLC | 59,740 | $2M | 0.4% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. trimmed | 61,324 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 53,090 | $2M | 0.4% | 2026-Q1 |
| Alhambra Investment Management LLC trimmed | 51,401 | $2M | 0.3% | 2026-Q1 |
| Balefire, LLC new | 51,334 | $2M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 49,705 | $2M | 0.3% | 2026-Q1 |
| Legacy Wealth Partners, LLC new | 49,268 | $2M | 0.3% | 2026-Q1 |
| Essential Partners LLC added | 48,567 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 40,479 | $1M | 0.3% | 2026-Q1 |
| Crusonia Wealth Advisors LLC trimmed | 40,334 | $1M | 0.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 37,415 | $1M | 0.3% | 2026-Q1 |
| Algorithmic Investment Models, LLC new | 35,704 | $1M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 35,328 | $1M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 34,911 | $1M | 0.2% | 2026-Q1 |
| Columbus Macro, LLC | 32,763 | $1M | 0.2% | 2026-Q1 |
| Pines Wealth Management, LLC added | 29,115 | $984K | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 28,081 | $949K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 26,651 | $901K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 25,897 | $876K | 0.2% | 2026-Q1 |
| Prosperity Planning, Inc. added | 24,966 | $844K | 0.2% | 2026-Q1 |
| VestGen Investment Management added | 22,383 | $757K | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 21,040 | $711K | 0.1% | 2026-Q1 |
| SkyView Investment Advisors, LLC trimmed | 20,000 | $676K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 19,588 | $662K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 19,086 | $645K | 0.1% | 2026-Q1 |
| Pettinga Financial Advisors LLC trimmed | 18,014 | $609K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 17,000 | $575K | 0.1% | 2026-Q1 |
| Spectrum Planning & Advisory Services Inc. added | 16,529 | $559K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 16,255 | $550K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 15,917 | $538K | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA new | 15,500 | $524K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 15,441 | $522K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 15,327 | $518K | 0.1% | 2026-Q1 |
| Nolet Wealth Management, LLC added | 15,017 | $508K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 14,115 | $477K | 0.1% | 2026-Q1 |
| Creative Planning added | 14,000 | $473K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. added | 13,607 | $460K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 12,901 | $436K | 0.1% | 2026-Q1 |
| Ascent Group, LLC trimmed | 12,583 | $425K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 12,470 | $422K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 12,173 | $412K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,034 | $407K | 0.1% | 2026-Q1 |
| FCA CORP /TX added | 11,984 | $405K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,485 | $388K | 0.1% | 2026-Q1 |
| WAYSTONE ADVISORS LLC new | 11,430 | $386K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 10,727 | $363K | 0.1% | 2026-Q1 |
| Marion Wealth Management trimmed | 10,392 | $351K | 0.1% | 2026-Q1 |
| TRUE Private Wealth Advisors trimmed | 9,984 | $338K | 0.1% | 2026-Q1 |
| Three Bridge Wealth Advisors, LLC added | 9,892 | $334K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc | 9,570 | $324K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 780,973 | $21M | 4.2% | 2025-Q3 stale |
| OneDigital Investment Advisors LLC added | 441,620 | $11M | 2.2% | 2025-Q4 stale |
| Sumitomo Mitsui Trust Group, Inc. added | 148,723 | $4M | 0.7% | 2025-Q4 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC trimmed | 81,793 | $2M | 0.4% | 2025-Q1 stale |
| NewEdge Advisors, LLC trimmed | 70,448 | $2M | 0.4% | 2025-Q4 stale |
| Peak Financial Management, Inc. trimmed | 65,102 | $2M | 0.3% | 2025-Q2 stale |
| CABANA LLC trimmed | 39,852 | $1M | 0.2% | 2025-Q1 stale |
| JANE STREET GROUP, LLC trimmed | 31,833 | $855K | 0.2% | 2025-Q3 stale |
| Sand Hill Global Advisors, LLC trimmed | 29,930 | $792K | 0.2% | 2025-Q1 stale |
| Private Advisor Group, LLC trimmed | 28,005 | $741K | 0.1% | 2025-Q1 stale |
| EWG Elevate Inc. added | 21,695 | $583K | 0.1% | 2025-Q3 stale |
| Corient Private Wealth LLC added | 17,596 | $472K | 0.1% | 2025-Q3 stale |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P new | 15,000 | $373K | 0.1% | 2025-Q4 stale |
| Belvedere Trading LLC added | 13,858 | $367K | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 12,985 | $336K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 12,666 | $335K | 0.1% | 2025-Q1 stale |
| NORTHERN TRUST CORP trimmed | 12,748 | $330K | 0.1% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.